Western Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History
Western Wealth Management, LLC
- $1.46 Billion
- Q1 2025
A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,953 shares of AOA stock, worth $412,783. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,953
Previous 5,035
1.63%
Holding current value
$412,783
Previous $385,000
1.82%
% of portfolio
0.03%
Previous 0.03%
Shares
26 transactions
Others Institutions Holding AOA
# of Institutions
373Shares Held
8.98MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.2MShares$183 Million1.52% of portfolio
-
Rockefeller Capital Management L.P. New York, NY525KShares$43.8 Million0.11% of portfolio
-
Assetmark, Inc276KShares$23 Million0.06% of portfolio
-
Morgan Stanley New York, NY203KShares$16.9 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.178KShares$14.9 Million0.05% of portfolio